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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,632 | $77,157-8.5% | $108,405-34.8% | $85,847-17.7% |
| Participation rate | 73.1% | 74.7%-1.6pp | 80.1%-7.1pp | 69.3%+3.8pp |
| Annual return | 21.93% | 44.55%-22.6pp | 905.55%-883.6pp | 318.61%-296.7pp |
| Employer contribution / active EE | $1,593 | $2,379-33.0% | $3,559-55.2% | $2,565-37.9% |
| Participant deferral / active EE | $6,227 | $5,567+11.9% | $6,563-5.1% | $3,952+57.6% |
| Admin fee / account holder | $335 | $5,174-93.5% | $7,297-95.4% | $6,261-94.6% |